FJ Research
FJ ResearchBold Bets on Category-Defining Companies
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 57 | Subscribers | Read | fjresearch.com |
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Latest Issues
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Gaztransport & Technigaz – A Category-Defining European Champion
A member of the FJ Research community recently brought GTT to my attention, and I want to take this opportunity to say thank you. This is exactly what I value about our community: we can surface overlooked opportunities together, exchange i...
The Making of a Cult Stock in Real Estate
There are moments in markets when a broken stock meets a real business opportunity. The share price has collapsed, the business model is doubted, management turnover has created uncertainty, and yet the market that lies ahead is still massi...
ServiceTitan: Building the Operating System for the Trades
Bold Bets on Category-Defining Companies
MidCap Financial: A Fortress in Private Lending
The capital markets for small and mid-sized companies are undergoing a profound transformation. Traditional banks, once the backbone of corporate lending, have become increasingly constrained by regulation and rigid structures. Out of this ...
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Bold Bets on Category-Defining Companies
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